Configure Automated Document Upload for Imports - VRL Cloud
In order for your Vista application to automatically import data files into the Vista database in the cloud, there are configuration steps that you must complete on your local LAN-connected server. This includes assigning the username and password the system should use during the import process, as well as specifying how often the application should check for new data files to import.
- VRL Cloud - and if you want fully-automated imports - you must take the configuration steps described in this topic. If you manually place files into the Pickup folder, you do not need to take these steps.
- LAN, VFC, or VRL on-premises - do not take the steps on this page. Instead, see Server Setup for Automatic Imports - on-premises.
- Set up the Auto Import Profile.
- Ensure that your LAN-connected server has a VPN connection to the cloud server.
- Ensure that a Windows file share is located on the Vista server in the cloud directed to the folder named in the Pickup field of the IM Auto Import Profile form. If you do not have this already, submit a Cloud Support Ticket to request it.
- If needed, submit a support ticket to request an Import username and password that enables Vista to process files that are automatically placed in the designated file location. If you have a 3rd-party application already placing files in the designated location and your automated imports are already working, this pre-requisite is already met.